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Cooper Grady Location
United States
Cooper Grady Work
Director Of Financial Planning @ (July 2022 - Present)
Hiring Manager @ (January 2019 - Present)
Director Of Financial Planning @ (October 2020 - July 2022)
Director Of Financial Planning @ (February 2018 - October 2020)
Lead Advisor @ The Gorman Financial Group (October 2016 - February 2018)
Director Of Insurance @ The Gorman Financial Group (October 2014 - October 2016)
Cooper Grady Education
Eastern
Bachelors (Business, Business Finance, Finance)
2010-2013
American College 2014
Mattoon High School
Cooper Grady Skills
Retirement Planning
Financial Analysis
Strategic Financial Planning
Time Management
Risk Management
Financial Planning
Finance
Life Insurance
Cooper Grady Summary
Cooper Grady, based in United States, is currently a Director Of Financial Planning at Pettinelli Financial Partners. Cooper Grady brings experience from previous roles at Simply Paraplanner, Marathon Financial Group, LLC, Apollon Wealth Management, LLC and The Gorman Financial Group. Cooper Grady holds a 2010 - 2013 Bachelors in Business, Business Finance, Finance @ Eastern. With a robust skill set that includes Retirement Planning, Financial Analysis, Strategic Financial Planning, Time Management, Risk Management and more. Cooper Grady has 2 emails and 1 mobile phone numbers on RocketReach.
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